Australian Investors Podcast

In this engaging discussion, Luke Larratt and Ben Richards from Seneca dive into the potential takeover of RPM Global, highlighting why strategic buyers like Caterpillar might offer higher bids than private equity. They analyze how to spot real investment edges, including management alignment and index inclusion. The hosts also dissect the hype around defense stocks like DroneShield and Elsight versus their actual fundamentals. Listener inquiries on companies like Smart Parking and Objective Corp provide additional insights into smart investment strategies.

Discover why gold is gaining traction as a safe investment and its strategic role in portfolios. The discussion dives into whether Google is undervalued, especially with the AI revolution on the horizon. Tune in for insights on Endeavour Group—should you buy, hold, or sell? There's also a focus on building risk-adjusted portfolios and navigating the current economic landscape. The conversation is filled with financial humor and practical advice, perfect for both novice and seasoned investors!

Adam Myers from Pengana Capital Group joins to discuss the evolving landscape of private markets. He shares insights from his journey as a derivatives trader to advocating for private credit. The conversation highlights the transformation of Pengana's PIA into a hybrid equity and credit vehicle, emphasizing the benefits of diversification and enhanced liquidity through innovative NAV redemption structures. Adam also explores how these changes can provide Australian investors with greater access to income-generating opportunities while navigating market fluctuations.

Dive into the latest market movements with takeover talks surrounding RPMGlobal and its impact on traders. Discover Owen's bold $10,000 wager on WiseTech as the duo unpacks Woolworths' concerning dividend cut amid reporting season drama. Explore insights on recency bias and the pitfalls of options trading. Catch the latest on Qantas’ extraordinary profits while addressing challenges faced by the healthcare sector. The hosts share valuable strategies for long-term investing, making the complex world of finance both accessible and fun!

Roscoe Widdup, a former Goldman Sachs mining analyst and founder of 888 Capital, shares his insights on the gold market, emphasizing why a specialized gold fund is essential in today's investment landscape. He discusses the critical demand drivers from central banks and ETFs, and how supply responses affect pricing. Roscoe provides a practical checklist for evaluating gold miners, covering aspects like asset quality and jurisdiction. His bullish perspective on gold highlights its enduring role as a store of wealth and the cyclical nature of the market.

Warren Buffett is stepping back after six decades at the helm of Berkshire Hathaway. The discussion centers on his major holdings — Apple, American Express, and Coca-Cola — and why he’s selling some Apple stock despite its dominance. Listeners learn Buffett's four timeless rules for picking winning businesses and explore the concept of a ‘wonderful business’. The podcast also highlights how Buffett’s wealth dramatically increased after turning 60 and the importance of patience and compounding in long-term investing.

In this 2 Sense episode of The Australian Investors Podcast, Drew Meredith and Owen Rask break down CSL’s 17% one-day drop, whether CBA’s dividend yield is a ‘chart crime’, and what’s happening to their $10k fake portfolios. Plus: mid cap Aussie stocks trying to go big and how to think about concentrated holdings. In this 2 Sense episode of the Australian Investors Podcast, your hosts Owen Rask and Drew Meredith, CFP®, break down: – CSL’s shocking 17% share price drop – The case for or against CBA’s yield – How their fake $10k portfolios are holding up – Why it’s so hard for mid caps to grow into top 20 stocks If you enjoy hearing long-term investing insights with a dose of Aussie humour, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for short, sharp investing lessons. Topics Covered – CSL’s 17% crash — how did it happen? – CBA’s dividend yield: genuine decline or “chart crime”? – Updates on the $10k fake portfolio challenge: who’s up, who’s hurting? – Are mid caps still breaking through to ASX 100/20? – The difference between winners and compounders – Position sizing: what to do when one stock gets too big – The long arc of US vs China power, and what it means for portfolios – How currency moves help Aussie investors (sometimes) ~~ Rask Resources ~~🔗 Explore all Rask services – https://bit.ly/R-services📋 Get Financial Planning – https://bit.ly/R-plan📈 Start investing with Rask – https://bit.ly/R-invest📜 Access Show Notes – https://bit.ly/R-notes❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media:– Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #2Sense #CSL #CBA #AustralianInvestorsPodcast #InvestingAustralia Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Leigh Gant discuss: – How Leigh transitioned from fitness businesses to investing in private companies – What makes a business worth buying and what can go wrong – How Australians can get started in private market investing – Lessons learned from his first 12 months as a business buyer Join the conversation about private companies: https://community.rask.com.au/c/investing/buying-private-companies-is-f-ing-hard If you love learning about private equity and small business investing, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Leigh’s journey from gym owner to investor – Buying a private business vs. starting from scratch – Key lessons learned from operating a business post-acquisition – What no one tells you about vendor financing, due diligence, and being “on the tools” Resources for This Episode – Leigh's LinkedIn Chapters (approximate) (00:00) Introduction (01:38) Getting to Know Leigh (09:02) Leigh's Inspiration to Choose Private Markets (13:24) Where to Start (16:11) Range of Capital Needed to Plan The Space (19:52) Is $100k Enough to Start? (21:44) What Leigh Was Doing in Due Diligence Phase (25:09) Small & Medium Business Stats (29:08) Next Step (IM) (31:00) Documents Leigh Looked At (32:57) Tax Structures (33:57) Loans (39:27) Valuations (42:31) How Did The Business Go? (51:56) More Resources ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg #Investing #PrivateEquity #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Australian Investors Podcast, your hosts Owen Rask, Luke Laretive and Ben Richards discuss: – Seneca’s fee model & why they avoid management fees – What worked last reporting season and why – The idea of “inflecting profitability” and current examples like Qoria – Infomedia (IFM) takeover, reporting season expectations & how to spot opportunity early If you love learning about small and mid cap ASX shares, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – How Seneca’s “zero management fee” model works and why it aligns with investors – Inflecting profitability: what it means and examples in this reporting season – The case for Qoria (QOR) and how its turnaround is surprising investors – Infomedia (IFM): why Seneca owned it before the takeover – Trading small caps: liquidity, deal execution, and “breaking your way out of a bag” – How to spot reporting season alpha before results hit – Gold exploration, tech profitability & sentiment turning points – Thoughts on other companies: SiteMinder (SDR), EROAD (ERD), Antipa (AZY) – Final thoughts on what won’t work this reporting season Resources for This Episode – Seneca website: https://www.senecafs.com.au/ ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Australian Investors Podcast episode, your hosts Owen Rask and Drew Meredith dive into ASX reporting season news from Pro Medicus Ltd (ASX: PME) and JB HiFi Limited (ASX: JBH) and answer your questions. If you love learning about smart portfolio management and staying invested through the cycle, subscribe to the Australian Investors Podcast on Apple, Spotify, or YouTube! Follow us on Instagram and TikTok for more investing insights. Topics Covered – Is CSL a buy after recent price weakness? – Responding to financial media fear headlines – What falling AUD means for overseas ETFs – How super contributions are “timed” in falling markets – Dividend reinvestment plans – yay or nay? – How to think about rebalancing portfolios during market corrections – Is two ETFs enough for diversification? – How advisers project manage debt recycling strategies ~~ Rask Resources ~~ 🔗 Explore all Rask services – https://bit.ly/R-services 📋 Get Financial Planning – https://bit.ly/R-plan 📈 Start investing with Rask – https://bit.ly/R-invest 📜 Access Show Notes – https://bit.ly/R-notes ❓ Ask a question – just select the Investors Podcast – https://bit.ly/R-quest 📲 Follow us on social media: – Instagram: @rask.invest – TikTok: @rask.invest DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. You should consider if the information is appropriate for your situation before acting on it. If you’re unsure, consult a licensed financial planner. The Rask Group is NOT a qualified tax accountant, financial adviser, or tax professional. You can access The Rask Group’s Financial Services Guide (FSG) here: https://www.rask.com.au/fsg. #Investing #Finance #AustralianInvestorsPodcast Learn more about your ad choices. Visit megaphone.fm/adchoices